How to modify Partner Roles Picklist in Salesforce
Navigate to Customize → Accounts → Partner Roles.
Category: Salesforce
How to navigate to Related List using Lightning Web Component(LWC) in Salesforce?
In lightning/navigation, standard__recordRelationshipPage can be used to navigate to Related List using Lightning Web Component(LWC) in Salesforce. Sample Code: HTML: <template> <lightning-card> <lightning-button label={buttonLabel} variant="brand" onclick={navigateToRelatedList}> </lightning-button> </lightning-card> </template> JavaScript: ....
How to link or relate records using External Id Field in Salesforce?
Parent Object:Child Object:Sample Code to link or relate child record without Standard Id field:Parent__c objParent = new Parent__c( External_Id__c = 'test1' );insert new Child__c( Name = 'Testing', Parent_External_Id__c ....
Report to view Opportunities where the User is a team member in Salesforce
1. Create Report on Opportunities.2. Select "My team-selling opportunities".
Salesforce Email to Case creating duplicate records
Salesforce Email to Case creating duplicate records 1. Send an email to Service Email Address(Long Email Address from Salesforce). Check whether it creates duplicate cases.2. Request an Inbound Email Snapshot ....
Dynamic Form in Salesforce
Note: Dynamic Forms is supported on record pages for custom objects only. Reference Article - https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_limitations.htm&type=5. 1. Add Record Detail Component. 2. Click Upgrade Now. 3. Add the fields to ....
Duplicate Jobs missing in Salesforce Setup
To run a Duplicate Job in Salesforce, in Setup, use the Quick Find box to find Duplicate Jobs. Duplicate Jobs is Available in Performance and Unlimited Editions. If you different ....
Salesforce Embedded Service Chat not creating Contact record
1. Check whether the Agent's Profile have Read and Create access to the Contact object.2. Check whether the Automated Process also have Read and Create access to the Contact object.3. ....
How to track failed/undelivered messages in Salesforce Digital Engagement Messaging?
In ConversationEntry entity, MessageStatusCode will be populated if the messages are undelivered. So, query the ConversationEntry entity with MessageStatusCode to track failed or undelivered Messages in Salesforce Messaging. SOQLs: SELECT ....
How to disable Chat Queue Position in Salesforce Embedded Service Deployment
Disable "Show queue position" in Embedded Service Deployment.